NORTHRIM BANCORP INC - NRIM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,926,599 | 81,183 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,219,297 | 29,543 | 0.01% | 0.01% | 2 | +8,781 | 0.73% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 948,559 | 26,313 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 857,671 | 23,791 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 789,126 | 21,890 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 821,665 | 19,912 | 0.0% | 0.0% | 6 | +6,304 | 0.77% | Q3 2026 | Nov 06, 2026 |
| STATE STREET CORP | History | No change | 668,901 | 18,555 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 562,928 | 15,615 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| De Lisle Partners LLP | History | No change | 476,019 | 13,220 | 1.44% | 1.44% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 352,024 | 9,765 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 342,960 | 9,513 | 0.47% | 0.47% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 333,702 | 9,256 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 285,982 | 7,933 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 305,721 | 7,407 | 0.83% | 0.92% | 14 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Boston Partners | History | No change | 253,176 | 7,023 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 229,625 | 6,369 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 220,538 | 6,117 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 210,662 | 5,843 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Huber Capital Management LLC | History | No change | 192,656 | 5,344 | 0.79% | 0.79% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 187,522 | 5,201 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 179,293 | 4,973 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 163,119 | 4,524 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 186,498 | 4,518 | 0.01% | 0.01% | 23 | -12,467 | -6.27% | Q3 2026 | Nov 10, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 184,360 | 4,467 | 0.01% | 0.01% | 24 | -30,600 | -14.24% | Q3 2026 | Nov 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 148,516 | 4,119 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 143,496 | 3,980 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 142,213 | 3,944 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 161,815 | 3,920 | 0.0% | 0.0% | 28 | +18,173 | 12.65% | Q3 2026 | Nov 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 130,018 | 3,606 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 128,703 | 3,588 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 126,214 | 3,501 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 120,994 | 3,356 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 102,578 | 2,845 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 102,268 | 2,836 | 1.96% | 1.96% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 90,728 | 2,516 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 99,870 | 2,419 | 2.22% | 2.42% | 36 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 84,090 | 2,332 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 81,781 | 2,268 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 91,819 | 2,224 | 0.0% | 0.0% | 39 | +197 | 0.22% | Q3 2026 | Nov 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 69,708 | 1,933 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 78,424 | 1,900 | 0.0% | 0.0% | 41 | +35,424 | 82.38% | Q3 2026 | Nov 10, 2026 |
| BARCLAYS PLC | History | Added to | 76,141 | 1,844 | 0.0% | 0.0% | 42 | +2,211 | 2.99% | Q3 2026 | Nov 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 73,246 | 1,774 | 0.04% | 0.01% | 43 | +48,376 | 194.52% | Q3 2026 | Oct 16, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 63,067 | 1,749 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 66,627 | 1,614 | 0.0% | 0.0% | 45 | -1,180 | -1.74% | Q3 2026 | Nov 02, 2026 |
| Villanova Investment Management Co | History | No change | 59,561 | 1,443 | 1.44% | 1.57% | 46 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 50,311 | 1,395 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 44,804 | 1,242 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 44,146 | 1,224 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 40,017 | 1,110 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 45,719 | 1,107 | 0.41% | 0.48% | 51 | -485 | -1.05% | Q3 2026 | Nov 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 39,556 | 1,097 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 39,473 | 1,094 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 43,275 | 1,048 | 0.0% | 0.0% | 54 | +14,653 | 51.19% | Q3 2026 | Nov 10, 2026 |
| Wavvest Wealth LLC | History | New | 41,237 | 999 | 0.81% | — | 55 | +41,237 | New | Q3 2026 | Oct 21, 2026 |
| XTX Topco Ltd | History | No change | 34,616 | 960 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Reduced | 37,540 | 909 | 0.0% | 0.0% | 57 | -13,702 | -26.74% | Q3 2026 | Nov 10, 2026 |
| Bayview Asset Management, LLC | History | No change | 32,663 | 906 | 0.18% | 0.18% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 36,900 | 894 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 30,921 | 858 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 30,197 | 837 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | Added to | 33,597 | 814 | 0.46% | 0.45% | 62 | +3,081 | 10.1% | Q3 2026 | Oct 19, 2026 |
| Magnetar Financial LLC | History | No change | 26,587 | 737 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 26,300 | 729 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 28,199 | 683 | 0.0% | 0.0% | 65 | +2,812 | 11.08% | Q3 2026 | Nov 10, 2026 |
| Creative Planning | History | Added to | 26,878 | 651 | 0.0% | 0.0% | 66 | +6,017 | 28.84% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 26,400 | 639 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,707 | 629 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 22,528 | 624 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 21,627 | 599 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,261 | 562 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,586 | 543 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 22,276 | 539 | 0.0% | 0.0% | 73 | -8,664 | -28.0% | Q3 2026 | Nov 04, 2026 |
| ALPS ADVISORS INC | History | Reduced | 22,237 | 538 | 0.0% | 0.0% | 74 | -48 | -0.22% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | Reduced | 20,232 | 490 | 0.0% | 0.0% | 75 | -50,313 | -71.32% | Q3 2026 | Nov 10, 2026 |
| Jump Financial, LLC | History | No change | 16,914 | 469 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,262 | 466 | 0.0% | 0.0% | 77 | +63 | 0.33% | Q3 2026 | Oct 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 18,934 | 458 | 0.0% | 0.0% | 78 | -2,725 | -12.58% | Q3 2026 | Nov 06, 2026 |
| Sunpointe, LLC | History | No change | 17,388 | 421 | 0.13% | 0.14% | 79 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Summit Global Investments | History | No change | 17,262 | 418 | 0.02% | 0.03% | 80 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 18,050 | 412 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 14,499 | 402 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Teton Advisors, LLC | History | No change | 13,600 | 377 | 0.22% | 0.22% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 14,936 | 361 | 0.01% | 0.01% | 84 | +68 | 0.46% | Q3 2026 | Nov 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,608 | 349 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MetLife Investment Management, LLC | History | No change | 12,579 | 348 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,413 | 316 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 10,890 | 302 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,199 | 282 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 11,252 | 272 | 0.05% | 0.06% | 90 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 10,364 | 251 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,347 | 250 | 0.0% | 0.0% | 92 | +293 | 2.91% | Q3 2026 | Oct 16, 2026 |
| Sowell Financial Services LLC | History | No change | 10,224 | 247 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,804 | 244 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | No change | 8,680 | 240 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Entropy Technologies, LP | History | No change | 8,591 | 238 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 9,812 | 237 | 0.02% | 0.03% | 97 | +312 | 3.28% | Q3 2026 | Nov 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,480 | 235 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HSBC HOLDINGS PLC | History | No change | 8,356 | 232 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 9,415 | 228 | 0.0% | — | 100 | +9,415 | New | Q3 2026 | Nov 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,750 | 214 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 7,700 | 213 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SG Americas Securities, LLC | History | No change | 7,474 | 207 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Reduced | 6,522 | 158 | 0.0% | 0.0% | 104 | -4,016 | -38.11% | Q3 2026 | Nov 10, 2026 |
| Spire Wealth Management | History | Reduced | 6,000 | 145 | 0.0% | 0.01% | 105 | -300 | -4.76% | Q3 2026 | Oct 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 5,707 | 138 | 0.0% | 0.0% | 106 | -1,529 | -21.13% | Q3 2026 | Nov 09, 2026 |
| Quantbot Technologies LP | History | No change | 4,963 | 137 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Capital Management LLC (WY) | History | Added to | 4,520 | 109 | 0.09% | 0.1% | 108 | +30 | 0.67% | Q3 2026 | Nov 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,573 | 71 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 2,157 | 59 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,088 | 58 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,980 | 54 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,816 | 50 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,573 | 38 | 0.0% | 0.0% | 114 | -3,410 | -68.43% | Q3 2026 | Oct 20, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,310 | 36 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,375 | 33 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,344 | 32 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| ASSETMARK, INC | History | Added to | 1,306 | 31 | 0.0% | 0.0% | 118 | +25 | 1.95% | Q3 2026 | Oct 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,079 | 30 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,233 | 29 | 0.0% | 0.0% | 120 | +885 | 254.31% | Q3 2026 | Oct 01, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,036 | 28 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,036 | 25 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,005 | 24 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 897 | 24 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 892 | 21 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Arax Advisory Partners | History | No change | 702 | 19 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 633 | 17 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 695 | 16 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 500 | 13 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 400 | 11 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 449 | 10 | 0.0% | 0.0% | 131 | +29 | 6.9% | Q3 2026 | Oct 22, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 372 | 9 | 0.0% | — | 133 | +372 | New | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 341 | 9 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 305 | 8 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 128 | 3 | 0.0% | 0.0% | 136 | +14 | 12.28% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 145 | 3 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 97 | 2 | 0.0% | — | 139 | +94 | 3133.33% | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | Added to | 100 | 2 | 0.0% | — | 138 | +85 | 566.67% | Q3 2026 | Nov 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 123 | 2 | 0.0% | 0.0% | 137 | +17 | 16.04% | Q3 2026 | Nov 06, 2026 |
| Parkside Financial Bank & Trust | History | New | 80 | 1 | 0.0% | — | 146 | +80 | New | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 66 | 1 | 0.0% | — | 147 | +66 | New | Q3 2026 | Oct 21, 2026 |
| Rossby Financial, LCC | History | Added to | 80 | 1 | 0.0% | 0.0% | 143 | +40 | 100.0% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 80 | 1 | 0.0% | 0.0% | 140 | +7 | 9.59% | Q3 2026 | Nov 10, 2026 |
| Optiver Holding B.V. | History | No change | 52 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 22 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,297 | -100.0% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,312 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 1.14% | — | -9,127 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -7,799 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Heritage Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -7,408 | -100.0% | Q3 2026 | Nov 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 30 | 0 | — | 0.0% | — | -133 | -81.6% | Q3 2026 | Nov 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 41 | 0 | — | — | — | +41 | New | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Nov 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |